Sales Toolkit — CRM

Underneath the pipeline

Not stages a deal moves through - the record and the views that every stage below reads from.

The CRM partitioned by role - sales sees pipeline, account managers see delivery, operations sees dispatch.

The real customer record - companies, their sites, and the people at them. Contracts and managed assets come later.

One module per stage, in the order a deal moves through them.

Add new leads to the pipeline board as sales cards - submitted assessment requests show up here too, ready to convert.

Score a lead on fit/budget/authority/need before it moves forward - track it on the pipeline board.

First outreach to a qualified lead, then discovery & needs analysis once contact is made - track it on the pipeline board.

Booked demos and meetings with a prospect - track it on the pipeline board.

Presenting the solution and tying it back to the prospect's pain points - track it on the pipeline board.

Terms, pricing, and contract discussion before close - track it on the pipeline board.

Signed deals, ready to hand off to Finance - track it on the pipeline board.